Other · DOL Form 5500 · 2024

KEYSTONECARE Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
151
Participants Small participant base
34th
Percentile by assets National rank
$20,257
Avg per participant Low balance/head
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Official DOL plan name: Keystonecare 403(b) Plan · Sponsored by KEYSTONECARE · Pennsylvania · Healthcare & Social Assistance

$3M in assets, 151 participants

KEYSTONECARE's Keystonecare 403(b) Plan reported $3M in total assets and 151 participants in its 2024 DOL Form 5500 filing, ranking in the 34th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,852 in Healthcare & Social Assistance (16,916 peers)

Coverage in Pennsylvania

Keystonecare 403(b) Plan covers 151 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $3M.

#5,852
in Healthcare & Social Assistance (16,916 peers)
+2.6%
assets growth YoY

Keystonecare 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Keystonecare 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,058,794 34th percentile higher than 34% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Keystonecare 403(b) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Keystonecare 403(b) Plan sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Keystonecare 403(b) Plan reported net income fell from $568K in the plan year 2023 filing to $77K in the plan year 2024 filing.
  • Keystonecare 403(b) Plan reported participants fell from 157 in the plan year 2023 filing to 151 in the plan year 2024 filing.
  • Keystonecare 403(b) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 273126595 · KEYSTONECARE PY 2024 · Other

Keystonecare 403(b) Plan · $3M · 151 · 34th

  • VS-ST $3M
  • VS-ST 151
  • VS-ST 34th
  • VS-ST Other
  • VS-ST near The Renewal Ministries 403(b) Plan
  • VS-ST ind #5852

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Keystonecare 403(b) Plan in the asset neighbourhood

Tax Deferred Annuity Plan of Postgraduate Center for Mental HealthTax Deferred Annuity Plan of…$3MKeystonecare 403(b) Plan$3MThe Renewal Ministries 403(b) PlanThe Renewal Ministries 403(b…$3MAnibic 403(b) Plan$3MAsian Association of Utah 403(b) PlanAsian Association of Utah 40…$3M
End-of-year total assets ($M) among Keystonecare 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$77K
Employer EIN273126595
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (KEYSTONECARE)

Sponsor-wide plan assets over time

All KEYSTONECARE plans reported in each filing year

Latest sponsor-wide plan assets
$3M 26.757968387525082% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.41M $3.06M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 161 $2M
2023 1 157 $3M
2024 1 151 $3M

Nearby Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

Keystonecare 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Keystonecare 403(b) Plan, Total assets ($B): 0.003058794 · Participants: 151Keystonecare 403(b) PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.986767736 · Participants: 22110The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.728641608 · Participants: 78872Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.552304662 · Participants: 43405The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.817739782 · Participants: 6772Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.792479411 · Participants: 17497Jefferson Defined Contribution Retirement Plan
Keystonecare 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

Keystonecare 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is The Renewal Ministries 403(b) Plan in MI ($3M); by covered participants it is Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan in MA (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Keystonecare 403(b) Plan assets move in 2024?
Keystonecare 403(b) Plan edged up modestly - up 2.6% during 2024, from $3M to $3M. Reported net income was $77K.
How have KEYSTONECARE plan assets changed over time?
Across 3 plan years on file (2022-2024), KEYSTONECARE's sponsor-wide assets grew 26.8%, from $2M to $3M.
Which Other plans are similar in size to Keystonecare 403(b) Plan?
Among Other plans in other states, the closest by assets is The Renewal Ministries 403(b) Plan in MI ($3M, 6 participants).
Which Other plans cover a similar participant headcount to Keystonecare 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan in MA (151 participants, $32M in assets).